证券记录 · 已归档季度
EIPI
名称等待档案录入
29被追踪持有人
+4Δ持有人
7.71M持有股份
$173.28M报告持仓市值
+6新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +16.0% ·
股份流向 +11.3% ·
净新建仓位 +13.8%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 89.20K | $1.97M | n/a | −1 |
| Q2 2026 | 31 | +4 | 8.45M | $184.52M | +5 | −2 |
| Q1 2026 | 29 | +4 | 7.71M | $173.28M | +6 | −2 |
| Q4 2025 | 24 | +1 | 6.91M | $137.28M | +1 | n/a |
| Q3 2025 | 2 | 0 | 2.58M | $51.16M | n/a | n/a |
| Q2 2025 | 1 | +1 | 14.43K | $284,616 | +1 | n/a |
| Q4 2024 | 1 | 0 | 17.86K | $348,130 | n/a | n/a |
| Q3 2024 | 1 | 0 | 35.93K | $695,187 | n/a | n/a |
| Q2 2024 | 1 | n/a | 20.03K | $372,193 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.75M | +3.3% | $61.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 1.28M | +12.3% | $28.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 892.37K | +2.1% | $20.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 807.83K | +9.5% | $18.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 666.59K | +54.6% | $14.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 281.68K | +3.7% | $6.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 227.87K | +53.3% | $5.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 175.50K | +7.4% | $3.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 127.91K | -0.7% | $2.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 113.73K | +350.1% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 82.17K | -27.8% | $1.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 71.61K | -0.8% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 41.34K | +173.7% | $929,635 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Rockefeller Capital Management L.P. | 38.25K | +229.5% | $860,220 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 24.99K | -0.7% | $562,129 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 20.22K | +100980.0% | $454,654 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 17.13K | -16.0% | $385,164 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mariner, LLC | 16.32K | -1.1% | $367,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 14.43K | 0.0% | $324,598 | 0.0% | Held | 4 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 14.18K | 新增 | $318,829 | 0.0% | New | 1 | SEC ↗ |
| 21 | CIBC Bancorp USA Inc. | 13.13K | n/a | $295,204 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 11.99K | 新增 | $269,565 | 0.0% | New | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 9.03K | 新增 | $203,115 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cwm, Llc | 2.99K | 0.0% | $67,290 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 1.21K | -0.8% | $27,168 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 1.09K | +90.2% | $24,469 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | JPMorgan Chase ✦ | 570 | 新增 | $12,882 | 0.0% | New | 1 | SEC ↗ ×2 |
| 28 | UBS AM, a distinct business unit of… | 490 | 新增 | $11,020 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 154 | 新增 | $3,480 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Mml Investors Services, Llc | $318,829 | 0.0% |
| Jane Street Group, Llc | $269,565 | 0.0% |
| Truist Financial Corp | $203,115 | 0.0% |
| JPMorgan Chase | $12,882 | 0.0% |
| UBS AM, a distinct business… | $11,020 | 0.0% |
| Jones Financial Companies Lllp | $3,480 | 0.0% |
已清仓
| Fisher Asset Management | $497,577 | 曾为 0.0% |
| Bank Of America Corp /De/ | $137,679 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 151 持有人, 16.91M 股份, $372.15M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据